how to sell submittal exchange to your boss increasing project collaboration
TRANSCRIPT
How to Sell Submittal Exchange
to Your Boss
Increasing Project Collaboration
• 5 easy steps to sell to your boss• The downside to your current process• What Submittal Exchange offers & how you benefit
Agenda
5 steps to sell your boss
1. Find ‘the win’ 2. Pitch your idea to a colleague3. Keep your boss engaged4. Address the current problems5. Make sure the timing is right
1. Find ‘the win’
• Know the ‘win’ for your organization• Understand the details• Be prepared
• Practice, Practice, Practice• Create an outline• Evaluate your tone
2. Pitch to a colleague
3. Keep your boss engaged
• Make the conversation collaborative• Get your boss invested in the idea• Make your boss part of the solution• Ask your boss for feedback • Look to your boss as a mentor
4. Address current problems
• Point to existing difficulties• Identify the negatives of your current situation• Position your idea as a resolution
5. Timing is everything
• Understand other large decisions being made• Be willing to reschedule
Quick project team setup with various levels of access
Quick project team setup with various levels of access
Variety of log options for document organization
Quick project team setup with various levels of access
Variety of log options for document organization
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Reports for viewing logs, needed items, team access & more
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Reports for viewing logs, needed items, team access & more
Public Planroom for sharing bid documents & drawings publicly
Concise list of expected items & color coded reviewer status
Quick project team setup with various levels of access
Variety of log options for document organization
Quick & easy document upload
Clear document tracking with date & time stamps
Condensed document viewing with version history
Configurable & automated review and approval workflows
Online training videos and knowledge base
Reports for viewing logs, needed items, team access & more
Public Planroom for sharing bid documents & drawings publicly
HTML format archive available upon request
Concise list of expected items & color coded reviewer status
The Submittal Exchange ‘win'
Your current pain points
Pain Points: Email
Pain Points: FTP
Pain Points: Server Based
Pricing Comparison
Questions
Thank you for joining us today!
Contact Us:800.714.0024
Visit our website:www.submittalexchange.com